+6.9%
EQX vs AMCR
+29.9%
-23.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.3% | +9.5% | +10.5% |
| 7D | +7.6% | +6.2% | +1.4% | +3.2% |
| 30D | +0.4% | +16.0% | -15.6% | -9.7% |
| 3M | +18.0% | +4.4% | +13.6% | +14.2% |
| 6M | -18.4% | +35.5% | -53.9% | -34.8% |
| YTD | -19.3% | +21.5% | -40.8% | -26.8% |
| All | +6.9% | +29.9% | -23.1% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling